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How to use the Salesforce Installer Package

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The Salesforce installer app lets you configure your Salesforce instance to connect with Zuddl quickly and conveniently.

The installer app performs the following actions on your behalf:
  1. Create attended and registered statuses automatically whenever a new campaign is created.
  2. Create fields that will be used to pass attendee activity data after the event.
This installation method is recommended for first-time users who haven't previously configured their Salesforce app for Zuddl. If you wish to configure it manually, refer to the integration guide.

Integration

The integration involves three main steps:
  1. Install app
  2. Configure Campaign Layout
  3. Configure Campaign Member Layout

Install app

  1. Install the Salesforce installer package.
  2. Select the 'Do not install' option on the 'What if existing component names conflict with ones in this package?'.

    Similarly, if you have previously configured the integration manually, installing the package may result in conflicts and eventually loss of data as ‘Renaming conflicting components in package’ is not supported for unlisted apps.

  3. Select the user profile you wish to grant access to this installer package.

    If any special user profiles have been created, ensure this selection accounts for the same.


    image.png

  4. Click Install. This installs the package into your Salesforce instance.
  5. After the installation is complete, click Done.

    image.png



    The installed app can be found inside Setup > Platform Tools > Apps > Packaging > Installed Packages.

    app list.png


    You can verify the components added to the package.

    components.png

Now, you must edit the page layouts for Campaign and Campaign Member objects for desired user profiles.

Configure Campaign Layout

  1. Now, you can edit page layout assignments for the default Campaigns view such that a particular user profile can view the Zuddl Campaign Layout. Go to Object Manager > Campaign.

    image.png

  2. Inside Campaign, go to Page Layouts and click Page Layout Assignment. This shows the different user profiles with access to the default campaign view.

    layout assignment.png

  3. Click Edit Assignment.
  4. Select ‘Zuddl Campaign Layout’ in the Page Layout To Use dropdown.
  5. Select the users to whom the page details should be shown. In this case, we selected Standard User and System Administrator.

    Note: The Zuddl Campaign Layout includes all the components of the default Campaign layout in Salesforce.

  6. Click Save. This saves the layout view for the selected users.

The assigned user profiles can now view the Zuddl campaign layout components in their Marketing or Sales app, as shown below.

image.png

Now, you need to configure the layout for campaign members.

Configure Campaign Member Layout (Optional step)

  1. Now, you can edit page layout assignments for campaign members such that a particular user profile can view the Zuddl Campaign Layout. Go to Object Manager > Campaign.

    image.png

  2. Inside Campaign member, go to Page Layouts and click Page Layout Assignment. This shows the different user profiles with view access to the default campaign.

    image.png

  3. Click Edit Assignment.
  4. Select ‘Zuddl Campaign Member Layout’ in the Page Layout To Use dropdown.

    image.png

  5. Select the users to whom the Zuddl Event Activities should be shown. In this case, we selected  Standard User and System Administrator.
  6. Click Save. This saves the layout view for the selected users.
The assigned user profiles can now view the Zuddl campaign member layout components in their Sales app, as shown below.

image.png



Configure Objects Manually

If you wish to use the default campaign layout, you can add it using the Page Layout tool for the default Campaign Layout (under the Related List property). The Zuddl statuses will start showing up automatically.


image.png


Similarly, you can add Zuddl activity fields to the default campaign member view using the page layout tool (under Fields property) as shown below:


manual campaign member.png

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